The MyDirectPlan application enables the users to invite their support workers and log the work performed by them, allowing the support workers to verify their days worked, hours and rate/total amount of the expense being claimed for SSAH Funding. Multiple Workers can be added to your MyDirectPlan account.
Please note that the Worker(s) will not have access to your personal profile or budget information.
How to Invite a Support Worker
- Once you've logged in to the MyDirectPlan application, click on the Manage Workers section from the left-hand side menu.
- The application will take you to the Manage Workers section from where you can invite your support worker. To invite your support worker, click on the Invite Worker button, as shown below:
- A form on the right side of the screen will open.
- Enter the Worker’s first name, last name, and the email address. After entering all the required details, click on the Invite button.
An email will be sent to the Support Worker asking them to click on a link to verify they are your Worker. If they do not have a MyDirectPlan account as a Worker, they will be prompted to register and create their Worker profile. If they already have a MyDirectPlan Worker account, clicking the link will confirm their acceptance of your invitation.
Please note: You will not be able to enter any expenses related to the services your worker has provided until they have accepted the MyDirectPlan invitation, and their status says Active.
Worker’s Statuses
Next to each invited Worker’s name is a status. This status indicates if your Worker has
accepted the invitation to set up a MyDirectPlan Worker account.
MyDirectPlan Invitation Status:
- Pending: This indicates that the invitation has been sent, but a response has not yet
been given by the Worker. - Active: This indicates that the Worker has accepted the invitation.
- Declined: This indicates that the Worker has chosen to decline the invitation. If
this occurs, you should contact your Worker directly. If this was done in error,
please delete your Worker from your Manage Workers page and then re-invite
them. - Inactive: This indicates you have deactivated a previously active Worker, so they
no longer appear in your list of Workers when adding expenses.
How to Approve Support Work Hours
Your support workers are required to verify their hours before you can submit their expenses to the Regional Office. Once you have saved the Support Worker expenses, an email will be sent to the Worker asking them to verify their hours worked.
- The support worker needs to login to MyDirectPlan using the worker account.
- Once logged in, navigate to the "View/Approve Expenses" section from the left-hand side menu.
- Click on the View option on the far right of an expense to view the details of the support worker expense.
- Verify the expense details and click either Approve or Reject.
Still need help?
Please email us at support@mydirectplan.com so that our support team can assist you.